Integrating Projects in CloudRadial CSA with Kaseya BMS

Integrating your Kaseya BMS PSA with CloudRadial enables Projects inside your portal. If you haven't already done this, go to Setting Up the Kaseya BMS Integration with CloudRadial CSA; ensure that you set the Security Roles to Administrator (to avoid insufficient API permission errors within the CloudRadial/BMS connection). Once complete, you can come back to this article to learn more about the integration.

5/3/2024 - Due to API filtering limitations with Keseya BMS we are unable to integrate in a meaningful way with project tickets at this time. We will continue to work with Kaseya on improving our integrations as their API allows.

• Project PSA Settings
  • API Endpoints
• Projects Feature
  • Overview

Project PSA Settings

First, you'll want to make sure you have everything set up properly with Kaseya BMS. You may need to modify your API Member to have Full Permissions for the Projects Security Level, in addition to all others listed in the PSA Setup Article, to ensure Projects work properly.

To define what projects you would like to see inside CloudRadial, do the following steps:

1. Navigate to Partner > Settings > PSA > Kaseya BMS
2. Scroll down to Project Settings
3. You can filter exactly what you would like your clients to see with the settings below:
   
   
   • Exclude Project Ticket Statuses
     • Enter text for the project ticket statuses that you wish to NOT display. This will remove any projects that are in that status from being visible in the portal. Tokens are accepted.
       
       
4. Click Submit

API Endpoints

Below are the API endpoints that we are using to bring in project data from Kaseya BMS:

Projects Feature

To get to the Projects feature in the portal, go to Account > Projects.

Overview

• The Overview tab will show the list of projects coming from Kaseya BMS.
• Selecting a project will open a popout blade showing additional details.
  Security Role Permissions: Users with Read Only access and above will have access to the projects. We recommend giving the minimum required permission to this location as the integration will expand and more actions can be made on Projects from the portal.
  
  For more information on Security Roles, click here.